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iShares Core S&P Mid-Cap ETF

2,631 hedge funds and large institutions have $85.5B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,092 increasing their positions, 1,030 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,631
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
381
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.3M
Puts
$9.52M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1501
Cypress Wealth Services
California
$1,000K
PMFA
1502
Plante Moran Financial Advisors
Michigan
$996K
RFP
1503
Root Financial Partners
California
$994K
OPA
1504
Old Port Advisors
Maine
$994K
FFA
1505
Fortune Financial Advisors
Kansas
$992K
BHPW
1506
Box Hill Private Wealth
Arizona
$988K
BM
1507
Berman McAleer
Maryland
$987K
MBWA
1508
Marin Bay Wealth Advisors
California
$985K
FI
1509
Financial Insights
Washington
$984K
COCM
1510
Charter Oak Capital Management
New Hampshire
$981K
CWM
1511
CCG Wealth Management
California
$981K
CAM
1512
Carret Asset Management
New York
$979K
SLG
1513
Stanley-Laman Group
Pennsylvania
$975K
BWCS
1514
Beirne Wealth Consulting Services
Connecticut
$975K
CA
1515
Calton & Associates
Florida
$973K
CF
1516
Clarity Financial
Texas
$971K
CCG
1517
Chatham Capital Group
Georgia
$970K
LWANC
1518
Laurel Wealth Advisors (North Carolina)
North Carolina
$970K
SFS
1519
Symphony Financial Services
Ohio
$968K
UFA
1520
Uptown Financial Advisors
Texas
$968K
TPW
1521
TL Private Wealth
Texas
$966K
ZIC
1522
ZWJ Investment Counsel
Georgia
$961K
CIAS
1523
Capital Investment Advisory Services
North Carolina
$961K
DSA
1524
Droms Strauss Advisors
Missouri
$960K
HAM
1525
Harmony Asset Management
Arizona
$959K